Overview

Leveraging Regulatory Communications to Elevate Brand and Drive Retail Shareholder Engagement

Moderator

Kathleen Keenan, Vice President - Product Management, Broadridge

Speaker(s)

Linda Azzara, Head of US and UK Shareholder Services, GMO

Ryan Mulloy, Head of CX Strategy, Allen & Gerritsen

Mark McKenna, Head of Global Marketing, Putnam Investments

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Overview

Democratized offerings, personalized platforms, and tech-enabled UI are all broadening the scope of personalization across the investor experience. Hear how wealth managers, platforms, and fiduciaries are looking at customized service across the client journey.

Moderator

Scott Smith, Director, Advice Relationships, Cerulli Associates

Speaker(s)

Katie D'Angelo, Managing Director, Head of Wealth & Investment Management Partnerships, Allspring Global Investments

Matthew Goulet, Head of Asset Management Services & Business Development, Fidelity Investments

Justin Hansen,Managing Director, Global Strategic Accounts, Retail SMA, MFS Investment Management

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Speaker

Francesca Federico, Co-Founder & President, Twelve Points

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Overview

With expectations for lower equity returns, yields below historic levels, spikes in volatility, and record inflation – the naïve 60/40 portfolio won’t be sufficient for advisors in the next 10-years. Tony Davidow, President and Founder of T. Davidow Consulting, explores the reasons why advisors need an alternative set of tools to achieve client goals in the current market environment. This session will cover the challenges facing advisors and investors, the role and use of alternative investments, and the opportunities for asset managers in the private markets & hedge fund space.

Click on “Enter Session” and then the "Overview" tab for a discount on Tony’s book, Goals-Based Investing through Nov 15.

Speaker

Tony Davidow, President and Founder, T. Davidow Consulting, LLC

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Overview

Firms across the asset management industry are reshaping their service models to match advisor preferences. Data can help distribution teams increase productivity by identifying leads, prioritizing opportunities, and driving action steps. Learn how to successfully leverage analytics in your sales and marketing processes with alignment across the distribution value chain and a willingness to experiment and evolve.

Moderator

Ben Doob, Head of Market Intelligence, ISS

Speaker(s)

Jennifer Ball, Head of US Marketing, Franklin Templeton

John Miller, Investment Strategies Consultant, Allspring Global Investments

Mark Smith, Executive Director, Head of Distribution Intelligence, Morgan Stanley

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